See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,807 | $59,263+17.8% | $96,562-27.7% | $79,386-12.1% |
| Participation rate | 93.5% | 61.9%+31.6pp | 69.8%+23.7pp | 70.7%+22.8pp |
| Annual return | 12.38% | 27.07%-14.7pp | 37.78%-25.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $5,636 | $1,216+363.6% | $2,356+139.2% | $2,427+132.2% |
| Participant deferral / active EE | $2,965 | $2,948+0.6% | $3,849-23.0% | $4,046-26.7% |
| Admin fee / account holder | $9,748 | $658+1380.5% | $6,181+57.7% | $626+1456.1% |